Banking Operations Agent

As a key member of the team, you will contribute to daily account reconciliations, advisor commission processing, and compliance with internal controls and regulatory requirements. You will work closely with the FIN/OPS and Operations teams while participating in process improvement and automation initiatives.

What is in it for you:

• Annual salary of $50K.
• Flexible schedule with 2 remote workdays per week.
• 4% vacation pay, in accordance with employment standards.
• Regular social activities focused on health, wellness, and community involvement.
• Complimentary access to the on-site gym.
• Professional development opportunities and internal career growth.
• Modern offices located in the heart of downtown Montreal, easily accessible by public transit.

Responsibilities:

Trust Accounts

• Perform daily bank and trust account reconciliations.
• Prepare bank deposits and transfers between trust and corporate accounts.
• Monitor and resolve outstanding items.
• Participate in internal and external audits.

Commissions

• Process advisor commissions, payments, and adjustments.
• Import and reconcile commission files.
• Respond to advisor inquiries regarding commissions.
• Assist with the preparation of T4A tax slips.

Collaboration and Continuous Improvement

• Collaborate with various internal teams and business partners.
• Participate in continuous improvement and automation initiatives.
• Contribute to knowledge sharing and cross-training within the team.

What you need to succeed:

• College Diploma in Accounting or Finance, completed or in progress (an asset).
• Proficiency in Microsoft Excel.
• Good understanding of trust accounts, as well as the financial and banking sectors.
• Knowledge of AI and a willingness to explore and implement new technologies.
• Bilingualism to respond to advisors' inquiries and collaborate effectively with internal teams and partners.